SEI brokerage accounts NOT updating

Lee Wunsch

Out of the blue, today (March 25) my SEI accounts stopped downloading balances and transactions into Quicken. Even through the SEI website transition, I've never had a problem. Anyone have any thoughts?

Quicken Jasmine

Hello @Lee Wunsch,

Thanks for reaching out.

Are you seeing any specific error codes or messages when trying to update your SEI accounts? Also, which SEI instance are you using from the financial institutions list in Quicken (see screenshot)? Did anything change recently, such as a password update or changes on SEI’s website? Have you noticed any other accounts experiencing similar issues, or is this only affecting SEI? Lastly, when was the last time your SEI accounts successfully updated?

Any details you can provide will help us better understand the issue. Looking forward to your response!

Lee Wunsch

All SEI accounts entered correctly and were working as of yesterday - Monday, March 24. All other accounts are receiving accurate online updates.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20483037#Comment_20483037

Thanks for providing more information.

Would you mind answering the questions in my previous response?

I appreciate it!